Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan

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  • 0.2 %Nav, as on 07-10-2025

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme is long term growth of capital at controlled level of risk byinvesting primarily in 'Mid-Cap' Stocks.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan 0.88 -1.49 -3.49 19.44 24.88 16.81
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 150 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan Jan 01, 2013 Unrated -3.49 19.44 24.88 1.03 5,969.95
HDFC Mid Cap Fund -Direct Plan - Growth Option Jan 01, 2013 3.79 25.78 29.68 0.71 83,104.83
Kotak Midcap Fund - Growth - Direct Jan 01, 2013 5.64 23.13 28.97 0.37 56,988.32
Nippon India Growth Mid Cap Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 1.70 25.17 29.87 0.71 38,385.96
Motilal Oswal Midcap Fund-Direct Plan-Growth Option Feb 24, 2014 -2.05 26.73 33.92 0.69 34,779.74
Axis Midcap Fund - Direct Plan - Growth Jan 01, 2013 Unrated 1.83 19.40 23.14 0.56 31,056.04

Fund Holdings as on 31-August-2025

  • AU Small Finance Bank Limited

  • Max Financial Services Limited

  • Fortis Healthcare Limited

  • Thermax Limited

  • Clearing Corporation of India Limited

  • APL Apollo Tubes Limited

  • JK Cement Limited

  • K.P.R. Mill Limited

  • The Federal Bank Limited

  • Prestige Estates Projects Limited

  • MphasiS Limited

  • Torrent Power Limited

  • Dixon Technologies (India) Limited

  • KPIT Technologies Limited

  • United Breweries Limited

  • NMDC Limited

  • JINDAL STEEL LIMITED

  • Supreme Industries Limited

  • KEI Industries Limited

  • Atul Limited

  • Lupin Limited

  • The Indian Hotels Company Limited

  • Shriram Finance Ltd

  • Phoenix Mills Limited

  • Navin Fluorine International Limited

  • Aptus Value Housing Finance India Ltd

  • IPCA Laboratories Limited

  • Apollo Hospitals Enterprise Limited

  • Gujarat Fluorochemicals Limited

  • Hexaware Technologies limited

  • SBI Cards & Payment Services Limited

  • Voltas Limited

  • HDB Financial Services Limited

  • Suzlon Energy Limited

  • Coromandel International Limited

  • Margin (Future and Options)

  • Info Edge (India) Limited

  • Glenmark Pharmaceuticals Limited

  • Whirlpool of India Limited

  • Kirloskar Oil Eng Ltd

  • TVS Motor Company Limited

  • Schaeffler India Limited

  • Cholamandalam Financial Holdings Limited

  • Suven Pharmaceuticals Limited

  • Muthoot Finance Limited

  • Ajanta Pharmaceuticals Limited

  • Vishal Mega Mart Ltd

  • Inventurus Knowledge Solutions Ltd

  • Persistent Systems Limited

  • Minda Industries Ltd

  • Bharat Forge Limited

  • ZF Commercial Vehicle Control Systems India Limited

  • Computer Age Management Services Limited

  • Page Industries Limited

  • Cholamandalam Investment and Finance Company Limited

  • HDFC Asset Management Company Limited

  • Radico Khaitan Limited

  • RR Kabel Ltd

  • L&T Technology Services Limited

  • Aditya Birla Real Estate Ltd.

  • Stylam Industries Ltd

  • Adani Ports and Special Economic Zone Limited

  • Apar Industries Limited

  • Poonawalla Fincorp Limited

  • V-Guard Industries Limited

  • Sona BLW Precision Forgings Limited

  • Motherson Sumi Wiring India Limited

  • Swiggy Ltd

  • Vedanta Limited

  • Bank of India

  • JSW Cement Ltd

  • Firstsource Solutions Limited

  • Sanofi India Limited

  • CEAT Limited

  • LIC Housing Finance Limited

  • GFL Limited

  • Aditya Birla Capital Limited

  • Kansai Nerolac Paints Limited

  • TVS Motor Company Limited (Preference Share)

  • Cash and Bank

  • Net Receivables / (Payables)

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  • IT - Software

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • Bank - Private

  • Construction - Real Estate

  • Hospital & Healthcare Services

  • Chemicals

  • Engineering - Industrial Equipments

  • Textile

  • Finance - Others

  • Auto Ancillary

  • Cement & Construction Materials

  • Miscellaneous

  • Breweries & Distilleries

  • BPO/ITeS

  • Steel & Iron Products

  • Electric Equipment

  • Cable

  • Consumer Durables - Electronics

  • Power Generation/Distribution

  • Mining & Minerals

  • Steel/Sponge Iron/Pig Iron

  • Plastic Products

  • Finance - Housing

  • Hotel, Resort & Restaurants

  • Air Conditioners

  • Fertilizers

  • Finance - Investment

  • Consumer Durables - Domestic Appliances

  • Automobile Two & Three Wheelers

  • Bearings

  • Retailing

  • Forgings

  • Depository Services

  • Finance - Asset Management

  • Laminates/Decoratives

  • Port

  • Metal - Non Ferrous

  • e-Commerce

  • Bank - Public

  • Tyres & Allied

  • Paints

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Fund Manager

  • Cash

  • Equity

  • Preference Shares

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About Aditya Birla Sun Life Midcap Fund

Scheme Analysis

Aditya Birla Sun Life Midcap Fund is a Equity - Mid Cap Fund fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 01-Jan-2013 and currently has an AUM of ₹5,969.95 crore. Aditya Birla Sun Life Midcap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap 150 - TRI as secondary index.

The NAV of Aditya Birla Sun Life Midcap Fund ended up ₹1.77(0.2%)yesterday to ₹874.29.

Among its top 3 holdings the fund has exposure to AU Small Finance Bank Limited, and

The Aditya Birla Sun Life Midcap Fund is managed by Vishal Gajwani .

Fund House Contact

One World Center , Tower 1, 17th Floor, Jupiter Mill Compound, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111